charitable planning


Charitable institutions are volunteer organizations established for philanthropic, patriotic, educational, humane, scientific, public health, environmental, civic, or other charitable purposes. Charitable institutions may play a significant role in estate planning and administration.

Charitable organizations are defined by state laws and requirements for federal tax relief set forth by the IRS.

SERVICE PARTNER NETWORK MEMBERS

Our featured charitable institutions will be thoroughly, objectively reviewed and selected. Learn more.

Until our Service Partner Network is available, your search for a charitable institution will be conducted in our general provider listings. Though useful, remember that these general providers are not approved Service Partner Network members.

Begin by entering the zip code for the desired location of a charitable institution.

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The information in this site does not constitute legal or tax advice. It is provided solely for general informational purposes and may not be applicable to specific fact patterns. You should consult with an experienced legal or tax professional licensed in your state before acting on any of the information described on this site.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this site was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

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